Entry Level Financial Planner

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs What You'll Do: • Build relationships with potential clients and understand their financial needs • Present and explain products and solutions • Guide clients through the application and policy issuance process • Provide ongoing support and service to clients • Attend training and development sessions Qualifications: • Requires a Bachelor’s degree in business administration, finance, or other related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Who We're Looking For: • Highly motivated and self-driven individuals • Excellent communication and interpersonal skills • A passion for helping others • A strong work ethic and a desire to succeed • Sales experience is a plus, but not required. We are willing to train the right person • Must be able and willing to obtain a life insurance license • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support. Why Join Us? • Be part of a supportive and collaborative team • Represent a reputable and respected company • Enjoy the flexibility and freedom of a self-driven career • Make a positive impact on the lives of others • Earn a competitive income Compensation: $75,000 - $100,000 per year

• What You'll Do: • Build relationships with potential clients and understand their financial needs • Present and explain products and solutions • Guide clients through the application and policy issuance process • Provide ongoing support and service to clients • Attend training and development sessions

Compensation:
$75,000-$100,000 per year